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1,475 hedge funds and large institutions have $33.7B invested in Sysco in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 506 increasing their positions, 591 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $181M | Put options by funds: $85.8M

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $31.2B → $33.7B (+$2.5B)

1% more funds holding

Funds holding: 1,4541,475 (+21)

1.12% less ownership

Funds ownership: 84.55%83.43% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 591

Holders
1,475
Holders Change
+21
Holders Change %
+1.44%
% of All Funds
21.25%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
142
Increased
506
Reduced
591
Closed
105
Calls
$181M
Puts
$85.8M
Net Calls
+$94.8M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1526
Westpac Banking Corp
Australia
-$331K -4,522 Closed
VHAM
1527
Van Hulzen Asset Management
California
-$322K -4,408 Closed
SSWM
1528
Smith Salley Wealth Management
North Carolina
-$312K -4,266 Closed
AWA
1529
Arete Wealth Advisors
Illinois
-$295K -4,040 Closed
TSS
1530
Two Sigma Securities
New York
-$303K -3,842 Closed
OWM
1531
OneAscent Wealth Management
Alabama
-$262K -3,576 Closed
BFAG
1532
Blackston Financial Advisory Group
Florida
-$256K -3,502 Closed
GBWM
1533
Granite Bay Wealth Management
New Hampshire
-$239K -3,465 Closed
WI
1534
WBI Investments
New Jersey
-$250K -3,423 Closed
KOC
1535
Koss-Olinger Consulting
Florida
-$241K -3,291 Closed
HPIA
1536
Hamilton Point Investment Advisors
North Carolina
-$234K -3,201 Closed
NHT
1537
New Hampshire Trust
New Hampshire
-$225K -3,080 Closed
KP
1538
Keel Point
Alabama
-$223K -3,050 Closed
ARC
1539
Advisor Resource Council
Texas
-$221K -3,017 Closed
SB
1540
Simmons Bank
Arkansas
-$221K -3,016 Closed
JSA
1541
Jacobson & Schmitt Advisors
Wisconsin
-$219K -3,000 Closed
OHWA
1542
Oak Hill Wealth Advisors
Virginia
-$235K -2,978 Closed
BBWP
1543
Beacon Bridge Wealth Partners
Pennsylvania
-$214K -2,931 Closed
KWA
1544
Kingswood Wealth Advisors
California
-$202K -2,756 Closed
PFA
1545
Pathway Financial Advisers
Indiana
-$200K -2,728 Closed
Capstone Investment Advisors
1546
Capstone Investment Advisors
New York
-$152K -1,932 Closed
DEM
1547
Disciplined Equity Management
Florida
-$75.7K -1,035 Closed
TCWA
1548
Turtle Creek Wealth Advisors
Texas
-$71.6K -979 Closed
Parallax Volatility Advisers
1549
Parallax Volatility Advisers
California
-$55.5K -759 Closed
LFA
1550
Livelsberger Financial Advisory
Ohio
-$44K -602 Closed

SYY Hedge Fund Activity: Q1 2024 in Review

1,475 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2024, worth a combined $33.7B — up 8% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SYY positions and 105 closed out — a net gain of 37 holders — while 506 added to existing stakes and 591 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $316M. The largest seller was Aristotle Capital Management, cutting an estimated $830M.

  • 1,475 institutional investors held Sysco (SYY) as of Q1 2024, up from 1,454 in Q4 2023.
  • Funds reported $33.7B of Sysco stock for Q1 2024, up 8% quarter-over-quarter.
  • 142 funds opened new Sysco positions in Q1 2024 and 105 closed out, a net change of +37 holders.
  • The largest Sysco buyer in Q1 2024 was Diamond Hill Capital Management, an estimated $316M added.
  • The largest Sysco seller in Q1 2024 was Aristotle Capital Management, an estimated $830M sold.

Based on aggregated 13F filings for Q1 2024.